2023 Form 5500 filing — Journey Mental Health Center Inc 403b Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014094759NAL0026946289001) for Journey Mental Health Center Inc 403b Plan, reported by Journey Mental Health Center Inc under EIN 39-0806445 and plan number 002. It reports 724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$18.9MReported net assets$18,853,965
Participants724
Provider compensation$49.1K1 Schedule C row(s)$49,120
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014094759NAL0026946289001
- Plan sponsor
- Journey Mental Health Center Inc
- EIN
- 39-0806445
- Plan number
- 002
- Location
- Madison, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$18.9M total assets
Net assets$18.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,853,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,853,965
- Employer contributions
- $362,980
- Participant contributions
- $608,046
- Total income / additions
- $3,967,776
- Benefits paid
- $2,427,748
- Administrative expenses
- $49,600
- Total expenses
- $2,477,348
- Net increase / (decrease)
- $1,490,428
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Johnson Financial Group | NONE | $49,120 | $0 |